AVP - Assistant Portfolio Manager

• Feb 2022 - Present

Registered Representative offering securities and advisory services through Cetera Advisor Networks LLC, Member FINRA/SIPC, a Broker-Dealer and a Registered Investment Advisor. Advisory services also offered through AdvisorNet Wealth Partners. Cetera is under separate ownership from any other entity. Confidential: This email and any files transmitted with it are confidential and are intended solely for the use of the individual or entity to whom this email is addressed. If you are not one of the named recipient(s) or otherwise have reason to believe that you have received this message in error, please notify the sender and delete this message immediately from your computer. Any other use, retention, dissemination, forward, printing, or copying of this message is strictly prohibited. 110 Cheshire Lane, Suite 200 | Minnetonka, MN 55305 Show less

Director Of Operations

• 2011 - Feb 2022

Securities Lending Trader

• May 2002 - Feb 2011

Key member of securities lending trading group in charge of facilitating multi-billion dollar borrowing and lending activities in support of RBC Global Markets trading, financing and hedging activities. Key member of securities lending trading group in charge of facilitating multi-billion dollar borrowing and lending activities in support of RBC Global Markets trading, financing and hedging activities.

Treasury & Funding Analyst

• Apr 2007 - Dec 2007

Prior to conversion to one broker dealer took on additional responsibilities and assisted the Treasurer with cash management responsibilities. Compiled and analyzed the firm’s daily activity and assessed end of day funding requirements. Monitored cash position to revolver availability ensuring compliance of cash management controls with corporate personnel and banking partners. Prior to conversion to one broker dealer took on additional responsibilities and assisted the Treasurer with cash management responsibilities. Compiled and analyzed the firm’s daily activity and assessed end of day funding requirements. Monitored cash position to revolver availability ensuring compliance of cash management controls with corporate personnel and banking partners.